Airbnb embraces a paradox: CEO Brian Chesky says hotels are the future
AirbnbThe pioneer in the participation of long homes synonymous with providing alternatives to traditional hotels, which now makes hotels the cornerstone of the growth strategy. Company The second quarter of 2025 profit version and Invitation to the subsequent analyst Each of the impressive financial statements and an explicit road map provided the transformation, confirming that the embrace of hotels is no longer a taboo for the unanide in Silicon Valley.
Airbnb dawn Wall Street’s forecasts, as she reported the second-quarter revenue of $ 3.1 billion -13 % on an annual basis-and modified profits of $ 1.03 per share. The net income reached 642 million dollars, and the company booked 134 million “nights and expertise”, with an annual increase of 7 %. The accelerated demand has extended worldwide, as Latin America and Asia and the Pacific Ocean led North America’s growth.
Investors seemed more harmonious to Airbnb’s cautious directives for the second half of 2025, as the executives expect slower and smoother revenues due to difficult comparisons on an annual basis and successive investments in technology and organizational compliance. Chesky called for increasing competition from hotels and increasing regulatory pressure on short -term rents as the ongoing opposite winds, and expected revenues of the third quarter between $ 4.02 billion and $ 4.1 billion with heavy investments confirming new initiatives that may pressure margins in the short term.
Investors responded by sending Airbnb shares to more than 6 % after the call, as the stock decreased by more than 7 % from profits to the time of the press.
On these hotels: Chesky said that Airbnb will directly compete directly with this part of the travel sector.
“We will go more to the hotels,” Chisky said at the end of the call. He added that Airbnb spoke with hotels around the world, especially independent sites, boutique, family and assimilation. “We have spent a lot of time looking at hotels as a business. We believe it is really convincing, and we believe that there will be a lot related to hotels on Airbnb.”
Airbnb Hotel stage
It is important, Airbnb’s invitation focused on its expansion “behind the nucleus” – including hotels. Chesky pointed out as a strategy “and not a”: Airbnb will maintain its distinguished product in homes while intensifying hotel supplies, especially at the international level where there is still an opportunity to grow. “A large percentage of hotels in Europe is independent,” said Chisky.
Why transformation? Airbnb data indicates that many travelers browse the lists of homes, but they are not always reserved, noting the lack or preference of amenities in hotels. By merging hotels, Airbnb fills the network gaps – especially in cities and peak periods, when the home options are limited.
Chesky presented the company’s Hoteltonight app as an example of a successful acquisition. “We have historically focused mainly on construction organically, but we are completely open to acquisitions, and we will look at them. I think we are now in a better place to consider acquisitions now … We have this new expanded strategy where we focus not only on all aspects of travel, but also we live.”
It is an open discussion for some societies on Reddit, whether it is a hotel or Airbnb, is the best choice. One topic, R/travelhacksFeatures a discussion About if there is a difference at this stage. One commentator wrote the general consensus, it seems that Airbnbs seems better for large groups and hotels for individual trips, albeit on the site. Certainly, this is the gap that Chesky and Airbnb want to see a close.
Hospitality that works in technology and lifestyle
Hotels are only part of a new Airbnb. Chesky also described the ongoing efforts to convert Airbnb to what he described as “the first application of artificial intelligence.” The company is betting on the customer service agent who works for Amnesty International to pay efficiency and allocation.
He said that this agent, which benefits from 13 specialized models trained in tens of thousands of customer interactions, has already been able to reduce the necessity of human intervention by 15 %.
Chesky told analysts that he believed that “artificial intelligence applications” will become a dominant-Airbnb, as “non-original application”, which needs to shift in this direction.
“We start serving customer. We are entering travel planning,” he said.
Then he described that what could look.
“This will not only tell you how to cancel the reservation, but he will know the reservation that you want to cancel,” said Chesky. “It can cancel it for you and it can be an agent, as it can start searching and helping you to plan and book your next journey.”
The CEO has set future plans to integrate deeper artificial intelligence, starting from expanding linguistic support to construction towards a platform that could act as “applying everything” for travel and experiences.
Chesky concluded the invitation by enhancing Airbnb’s commitment to innovation and emphasizing what the company will do no Become: a commodity. ))
Earlier in the call, Chesky said that Airbnb may be the largest trademark of travel in the United States and that the current moves of the company revolve around growth after that.
“What we are trying to do is building a platform, a platform containing homes, services, experiments, hotels, of course, and much more. We will try to expand this platform and continue (launching) new works over and over again.”
For this story, luck The artificial intelligence is used to help with a preliminary draft. Check an editor of the accuracy of the information before publishing.
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